The time of effortlessly buying data center capacity a couple months out is coming to an end. I’ve heard from people saying ‘I’ve called multiple providers about my 100kW install and not gotten any response.’ Projects that end at just a megawatt or less are no longer the focus of a lot of data center companies. The major brands are buying 100’s of megawatts to sell a minimum of 5 at a time. Smaller installations just get too messy.
Things are getting more complex. Beefy cooling technology often means adding plumbing. Yes, running water is getting intimate with cabinets holding millions of dollars of equipment hooked up to enough power for 15-20 houses. We’re at a time where wild stuff is happening and we’re just not thinking about it further.
“You’re going to run water in your multimillion dollar building inches away of lightning? Do you think they ordered lunch in for the office today?”
There are physical challenges that will take time in high density data centers. It’s best to get in before the building is constructed to call out the best places to install the water taps. This lowers the length of piping runs which lowers cost by millions for the install. Bussway is the way to go for jobs that have graduates to 415v. There will be a lot of opinions on running them down the cold or hot aisle, can we do 1200A to further limit runs? Folks begin to wax intellectual on if we use liquid to chip, when is the next chip coming out – should we plan for that? There are 2 camps – those dipping their toe into AI and those who know the challenges enough to budget plenty of time to plan.
Companies need to decide if they’re going to be processing their large data sets with their equipment or through a third party. Data centers were where data was stored like files in a cabinet. They evolved to be interconnected to provide redundancy and share resources to save money. The past few years data centers have been a great for retail sales and marketing. The next phase will be solving the big problems. Data centers are where scientists will figure out how to grow organs, zap tumors, grow food without human labor, create more power, make anything at a lower cost…
Selling futures. Is a whole new sales motion. Who are the candidates. Smaller organizations handle the idea of not being able to move in tomorrow.
Will your company be a producer or consumer of processed data?
Are they looking to innovate and solve for problems that haven’t even been thought possible yet?
We have direct line of site to a gigawatt of IT usable power to be built and sold through 2026 and 2027.
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